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Senior Personal Banker

Northern Trust
onsite
Dallas, TX

About this role

About the Role

A Senior Personal Banker at Northern Trust focuses on building and servicing client relationships, delivering holistic financial guidance, and supporting cross-functional teams to expand client relationships within Wealth Management. This role emphasizes proactive client service, account maintenance, and mentoring other Personal Bankers. What You'll Do

  • Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.

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